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Fabrinet（FN）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Fabrinet的1.1倍（$1.2B vs $1.1B），Fabrinet净利率更高（9.9% vs -2.2%，领先12.1%），Fabrinet同比增速更快（35.9% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 13.6%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
FN vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.1倍
$1.1B
营收增速更快
FN
高出54.2%
-18.3%
净利率更高
FN
高出12.1%
-2.2%
自由现金流更多
ROKU
多$303.7M
$-5.3M
两年增速更快
FN
近两年复合增速
13.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $112.6M | $-27.4M |
| 毛利率 | 12.2% | 35.6% |
| 营业利润率 | 10.1% | 59.7% |
| 净利率 | 9.9% | -2.2% |
| 营收同比 | 35.9% | -18.3% |
| 净利润同比 | 30.0% | -361.0% |
| 每股收益（稀释后） | $3.11 | $0.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FNROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $978.1M | $1.2B | ||
| Q2 25 | $909.7M | $1.1B | ||
| Q1 25 | $871.8M | $1.0B | ||
| Q4 24 | $833.6M | $1.2B | ||
| Q3 24 | $804.2M | $1.1B | ||
| Q2 24 | $753.3M | $968.2M |
净利润FNROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $112.6M | $80.5M | ||
| Q3 25 | $95.9M | $24.8M | ||
| Q2 25 | $87.2M | $10.5M | ||
| Q1 25 | $81.3M | $-27.4M | ||
| Q4 24 | $86.6M | $-35.5M | ||
| Q3 24 | $77.4M | $-9.0M | ||
| Q2 24 | $81.1M | $-34.0M |
毛利率FNROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 12.2% | 43.5% | ||
| Q3 25 | 11.9% | 43.4% | ||
| Q2 25 | 12.2% | 44.8% | ||
| Q1 25 | 11.7% | 43.6% | ||
| Q4 24 | 12.1% | 42.7% | ||
| Q3 24 | 12.3% | 45.2% | ||
| Q2 24 | 12.3% | 43.9% |
营业利润率FNROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 10.1% | 4.7% | ||
| Q3 25 | 9.6% | 0.8% | ||
| Q2 25 | 9.8% | -2.1% | ||
| Q1 25 | 9.0% | -5.7% | ||
| Q4 24 | 9.5% | -3.3% | ||
| Q3 24 | 9.6% | -3.4% | ||
| Q2 24 | 9.7% | -7.4% |
净利率FNROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 9.9% | 5.8% | ||
| Q3 25 | 9.8% | 2.0% | ||
| Q2 25 | 9.6% | 0.9% | ||
| Q1 25 | 9.3% | -2.7% | ||
| Q4 24 | 10.4% | -3.0% | ||
| Q3 24 | 9.6% | -0.9% | ||
| Q2 24 | 10.8% | -3.5% |
每股收益（稀释后）FNROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $3.11 | $0.55 | ||
| Q3 25 | $2.66 | $0.16 | ||
| Q2 25 | $2.41 | $0.07 | ||
| Q1 25 | $2.25 | $-0.19 | ||
| Q4 24 | $2.38 | $-0.24 | ||
| Q3 24 | $2.13 | $-0.06 | ||
| Q2 24 | $2.22 | $-0.24 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $960.8M | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.7B |
| 总资产 | $3.3B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FNROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $960.8M | $2.3B | ||
| Q3 25 | $968.8M | $2.3B | ||
| Q2 25 | $934.2M | $2.3B | ||
| Q1 25 | $950.7M | $2.3B | ||
| Q4 24 | $934.6M | $2.2B | ||
| Q3 24 | $908.9M | $2.1B | ||
| Q2 24 | $858.6M | $2.1B |
股东权益FNROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $2.2B | $2.7B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.8B | $2.5B | ||
| Q3 24 | $1.8B | $2.5B | ||
| Q2 24 | $1.7B | $2.4B |
总资产FNROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.0B | $4.4B | ||
| Q2 25 | $2.8B | $4.3B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | $2.4B | $4.3B | ||
| Q2 24 | $2.3B | $4.1B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $46.3M | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $298.4M |
| 自由现金流率自由现金流/营收 | -0.5% | 23.9% |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | $640.0M |
8季度趋势，按日历期对齐
经营现金流FNROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $46.3M | $107.7M | ||
| Q3 25 | $102.6M | $127.6M | ||
| Q2 25 | $55.1M | $109.7M | ||
| Q1 25 | $74.2M | $138.7M | ||
| Q4 24 | $115.9M | $79.3M | ||
| Q3 24 | $83.2M | $68.7M | ||
| Q2 24 | $83.1M | $23.4M |
自由现金流FNROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $-5.3M | $106.6M | ||
| Q3 25 | $57.3M | $126.5M | ||
| Q2 25 | $4.7M | $108.6M | ||
| Q1 25 | $45.7M | $136.8M | ||
| Q4 24 | $94.0M | $76.8M | ||
| Q3 24 | $62.9M | $67.6M | ||
| Q2 24 | $70.4M | $22.5M |
自由现金流率FNROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | -0.5% | 7.6% | ||
| Q3 25 | 5.9% | 10.4% | ||
| Q2 25 | 0.5% | 9.8% | ||
| Q1 25 | 5.2% | 13.4% | ||
| Q4 24 | 11.3% | 6.4% | ||
| Q3 24 | 7.8% | 6.4% | ||
| Q2 24 | 9.3% | 2.3% |
资本支出强度FNROKU
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.1% | ||
| Q3 25 | 4.6% | 0.1% | ||
| Q2 25 | 5.5% | 0.1% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 1.7% | 0.1% |
现金转化率FNROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 1.34× | ||
| Q3 25 | 1.07× | 5.14× | ||
| Q2 25 | 0.63× | 10.45× | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
